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FinishingRoom
February 6, 2022
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Job Status

  • February 6, 2022
  • 1 reply
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Is it possible to add the JOB STATUS field to the screen when creating estimates and/or invoices?  This is the point at which the status changes, so it would save time to be able to update it there.  Thank you. 

Best answer by KlentB

You're in the right place for answers, Lisa.

 

Currently, the option to directly add the pre-defined Job Status field in your estimates and invoices is unavailable in QuickBooks Desktop. You may need to use a custom field to add this information to your sales form. Moreover, we're unable to set a list of acceptable values for this field.

 

For your reporting, you can use custom and pre-defined fields in filtering the data. I'll show you how:

 

  1. Go to the Reports menu.
  2. Select a report, then click the Customize button.
  3. In the Display tab, add the Job Status option from the Column menu.
  4. In the Filters tab, select the Job Status filter from the menu.
  5. Enter the status, then hit OK to apply the customizations.

Lastly, I encourage reading this article to help track revenue and expenses for a particular job: Track job costs in QuickBooks Desktop.

 

If you have other questions, you can always visit us back here and we'll be happy to answer them.

1 reply

Angelyn_T
Angelyn_T
February 6, 2022

Hi there, @FinishingRoom.

 

Yes, you can add a Job Status field when creating estimates and invoices in QuickBooks Desktop (QBDT). I'm here to guide you on how to do it.
 

To get started, you add the field through your customer's profile.

 

  1. Open QuickBooks.
  2. Go to the Customers tab, then select Customer Center.
  3. Double-click any profile on the list to open and edit it.
  4. Select the Additional Info tab, then Define Fields.
  5. Name your custom field in the Label column (Job Status).
  6. In the Use for column, select the checkbox to add the custom name field to customer, vendor, or employee profiles. You can track the same info for all three groups.

 

After that, you're now ready to add the custom field to your sales forms.
 

  1. Go to the Customers tab, then click on Invoices.
  2. Select the Formatting tab and then Customize Data Layout. If you are working in a locked template, select Make a Copy.
  3. In the window, select the tab for the section of the form you want to add your custom field to.
  4. Find your custom item field on the list. Select the Screen or Print boxes to add it.
  5. When you're done, select OK.

 

Once done, you can use the field when adding or changing your job's status.

 

Aside from using customized fields on your forms, you can also add custom name and item fields to reports. Here's how: Create and use custom fields in QuickBooks Desktop.

 

For more tips about handling your customer transactions and reports in the future, you can also review the resources from these links:

 

 

If you have any other questions about adding fields to your estimates and invoices, let me know by adding a comment below. I'll be right here to provide additional assistance. Have a great weekend!

F
FinishingRoomAuthor
February 7, 2022

Thank you @Angelyn_T ,

 

I was hoping to use the pre-defined Job Status field for this purpose.  Is there any way to get that field on the screen?

 

If I use a custom field, can I also define a list of acceptable values for that field?  Can I use it as a reporting filter? 


Thank you,  Lisa

KlentB
KlentBAnswer
February 7, 2022

You're in the right place for answers, Lisa.

 

Currently, the option to directly add the pre-defined Job Status field in your estimates and invoices is unavailable in QuickBooks Desktop. You may need to use a custom field to add this information to your sales form. Moreover, we're unable to set a list of acceptable values for this field.

 

For your reporting, you can use custom and pre-defined fields in filtering the data. I'll show you how:

 

  1. Go to the Reports menu.
  2. Select a report, then click the Customize button.
  3. In the Display tab, add the Job Status option from the Column menu.
  4. In the Filters tab, select the Job Status filter from the menu.
  5. Enter the status, then hit OK to apply the customizations.

Lastly, I encourage reading this article to help track revenue and expenses for a particular job: Track job costs in QuickBooks Desktop.

 

If you have other questions, you can always visit us back here and we'll be happy to answer them.

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